Plante Moran Financial Advisors’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $172K | Sell |
2,763
-4,303
| -61% | -$268K | 0.01% | 176 |
|
|
2025
Q1 | $417K | Buy |
7,066
+34
| +0.5% | +$2.01K | 0.04% | 97 |
|
|
2024
Q4 | $348K | Sell |
7,032
-107
| -1% | -$5.3K | 0.03% | 114 |
|
|
2024
Q3 | $355K | Buy |
7,139
+219
| +3% | +$10.9K | 0.03% | 116 |
|
|
2024
Q2 | $304K | Sell |
6,920
-285
| -4% | -$12.5K | 0.03% | 125 |
|
|
2024
Q1 | $303K | Buy |
7,205
+157
| +2% | +$6.6K | 0.03% | 126 |
|
|
2023
Q4 | $275K | Buy |
7,048
+128
| +2% | +$5K | 0.03% | 131 |
|
|
2023
Q3 | $242K | Hold |
6,920
| – | – | 0.03% | 130 |
|
|
2023
Q2 | $252K | Hold |
6,920
| – | – | 0.03% | 127 |
|
|
2023
Q1 | $259K | Sell |
6,920
-4,225
| -38% | -$158K | 0.04% | 123 |
|
|
2022
Q4 | $386K | Buy |
11,145
+4,208
| +61% | +$146K | 0.06% | 96 |
|
|
2022
Q3 | $219K | Buy |
6,937
+17
| +0.2% | +$537 | 0.04% | 138 |
|
|
2022
Q2 | $237K | Sell |
6,920
-8,797
| -56% | -$301K | 0.04% | 131 |
|
|
2022
Q1 | $579K | Buy |
15,717
+6,926
| +79% | +$255K | 0.11% | 74 |
|
|
2021
Q4 | $306K | Sell |
8,791
-2,713
| -24% | -$94.4K | 0.05% | 136 |
|
|
2021
Q3 | $384K | Buy |
11,504
+290
| +3% | +$9.68K | 0.09% | 119 |
|
|
2021
Q2 | $378K | Buy |
11,214
+617
| +6% | +$20.8K | 0.09% | 105 |
|
|
2021
Q1 | $345K | Buy |
10,597
+63
| +0.6% | +$2.05K | 0.09% | 110 |
|
|
2020
Q4 | $382K | Buy |
10,534
+217
| +2% | +$7.87K | 0.12% | 104 |
|
|
2020
Q3 | $371K | Buy |
10,317
+6,293
| +156% | +$226K | 0.13% | 89 |
|
|
2020
Q2 | $137K | Hold |
4,024
| – | – | 0.05% | 173 |
|
|
2020
Q1 | $121K | Hold |
4,024
| – | – | 0.06% | 170 |
|
|
2019
Q4 | $117K | Sell |
4,024
-3,050
| -43% | -$88.7K | 0.04% | 216 |
|
|
2019
Q3 | $199K | Buy |
7,074
+4,024
| +132% | +$113K | 0.06% | 160 |
|
|
2019
Q2 | $82K | Sell |
3,050
-3,050
| -50% | -$82K | 0.03% | 249 |
|
|
2019
Q1 | $151K | Sell |
6,100
-30
| -0.5% | -$743 | 0.05% | 180 |
|
|
2018
Q4 | $151K | Buy |
6,130
+30
| +0.5% | +$739 | 0.05% | 158 |
|
|
2018
Q3 | $139K | Hold |
6,100
| – | – | 0.05% | 179 |
|
|
2018
Q2 | $147K | Buy |
+6,100
| New | +$147K | 0.07% | 188 |
|
|
2016
Q1 | – | Sell |
-80
| Closed | -$2K | – | 940 |
|
|
2015
Q4 | $2K | Sell |
80
-3,338
| -98% | -$83.5K | ﹤0.01% | 857 |
|
|
2015
Q3 | $74K | Hold |
3,418
| – | – | 0.06% | 219 |
|
|
2015
Q2 | $78K | Sell |
3,418
-15,085
| -82% | -$344K | 0.06% | 227 |
|
|
2015
Q1 | $424K | Hold |
18,503
| – | – | 0.3% | 71 |
|
|
2014
Q4 | $423K | Sell |
18,503
-43,777
| -70% | -$1M | 0.31% | 63 |
|
|
2014
Q3 | $1.46M | Sell |
62,280
-131
| -0.2% | -$3.07K | 1.27% | 17 |
|
|
2014
Q2 | $1.61M | Buy |
62,411
+131
| +0.2% | +$3.38K | 1.44% | 16 |
|
|
2014
Q1 | $1.55M | Sell |
62,280
-5,297
| -8% | -$132K | 1.69% | 16 |
|
|
2013
Q4 | $1.58M | Buy |
67,577
+65,674
| +3,451% | +$1.53M | 0.89% | 18 |
|
|
2013
Q3 | $49K | Hold |
1,903
| – | – | 0.03% | 197 |
|
|
2013
Q2 | $46K | Buy |
+1,903
| New | +$46K | 0.03% | 171 |
|